Why the Traditional
Model Falls Short
It's challenging to find a 100% independent, conflict-free partner.
Achieving complete objectivity requires intentional design—an approach free
from competing priorities and built exclusively to support clients' needs.
One-size-fits-all doesn’t work.
Clients want the flexibility and control to choose exactly the support they
need. Yet, traditional financial services often rely on one-size-fits-all solutions,
creating inefficiencies, fragmentation, and risk.
Daily financial management is disconnected from long-term strategy.
Clients often lack the insight and support needed to manage day-to-day
finances in a way that supports long-term goals. Without someone to connect clients' daily financial management to their broader vision, even the best plans
can lose momentum.
No one’s coordinating all the moving parts.
While working at a multi-family office, I experienced firsthand the
transformative impact a truly integrated advisory team can have for clients. I'm passionate about making this kind of support more accessible, but with the flexibility of allowing clients to continue working with the trusted advisors they
already know and rely on. Yet, without centralized coordination that connects
and aligns independent advisors, efforts often remain siloed—leading to missed opportunities and increased risk.
Achieving complete objectivity requires intentional design—an approach free
from competing priorities and built exclusively to support clients' needs.
Clients want the flexibility and control
to choose exactly the support they
need. Yet, traditional financial services often rely on one-size-fits-all solutions,
creating inefficiencies, fragmentation, and risk.
Clients often lack the insight and support needed to manage day-to-day
finances in a way that supports long-term goals. Without someone to
connect clients' daily financial
management to their broader vision, even the best plans can lose momentum.
While working at a multi-family office, I experienced firsthand the
transformative impact a truly integrated advisory team can have for clients. I'm passionate about making this kind of support more accessible, but with the flexibility of allowing clients to continue working with the trusted advisors they already know and rely on. Yet, without centralized coordination that connects and aligns independent advisors, efforts often remain siloed—leading to missed opportunities and increased risk.
It's challenging to find a 100% independent, conflict-free partner.
One-size-fits-all doesn’t work.
Daily financial management is disconnected from long-term strategy.
No one’s coordinating all the moving parts.
Kelly Schwabacher
Founder & CEO
MAFM, CTFA®, CFIRS, AFIM, CEBS
What the Industry Is Missing—
and What I Set Out to Build
After nearly two decades in financial services, I envisioned a better way to serve clients. I founded Greenspring Financial Partners to offer something distinctly different.
A Truly Independent, Conflict-Free Model
Your dedicated partner
Tailored Services
No one-size-fits-all solutions
Daily Financial Management
Bridging everyday financial activity and long-term strategy
Centralized Advisor Coordination
Connecting and aligning your professional advisors
-
A Truly Independent, Conflict-Free Model
Your dedicated partner
-
Tailored Services
No one-size-fits-all solutions
-
Daily Financial Management
Bridging everyday financial
activity and long-term strategy
-
Centralized Advisor Coordination
Connecting and aligning your
professional advisors
After nearly two decades in financial services, I envisioned a better way to serve clients. I founded Greenspring Financial Partners to offer something
distinctly different.
-
A Truly Independent, Conflict-Free Model
Your dedicated partner
-
Tailored Services
No one-size-fits-all solutions
-
Daily Financial Management
Bridging everyday financial
activity and long-term strategy
-
Centralized Advisor Coordination
Connecting and aligning your
professional advisors
Kelly Schwabacher
Founder & CEO
MAFM, CTFA®, CFIRS, AFIM, CEBS
Greenspring:
Built to Bridge Gaps
That’s where Greenspring comes in. We are a virtual administrative office providing tailored daily financial management for both life and business—helping high-net-worth families and small business owners like you across the country—delivering only the services you need, when you need them. From managing daily financial tasks to serving as your strategic partner and building a collaborative team of your independent professional advisors, our role is unique by design.
That’s where Greenspring comes in. We are a virtual administrative office providing tailored daily financial management for both life and business—helping high-net-worth families and small business owners like you across the country—delivering only the services you need, when you need them. From managing daily financial tasks to serving as your strategic partner and building a collaborative team of your independent professional advisors, our role is unique by design.
Your Dedicated Partner
Our mission is to help you reclaim your time, know your numbers, and gain strategic oversight of daily finances so you can focus on what matters most. By offering an integrated level of support that transcends traditional models, we connect your vision to the day-to-day decisions that bring it to life. Our unique model is made possible by partnering with a select number of families and business owners, allowing us to stay deeply aligned with our values of integrity, excellence, and curiosity.
With Greenspring, you gain more than a service—
you gain a partner invested in what matters most to you.
Our mission is to help you reclaim your time, know your numbers, and gain strategic oversight of daily finances so you can focus on what matters most. By offering an integrated level of support that transcends traditional models, we connect your vision to the day-to-day decisions that bring it to life. Our unique model is made possible by partnering with a select number of families and business owners, allowing us to stay deeply aligned with our values of integrity, excellence, and curiosity.
With Greenspring, you gain
more than a service—you gain
a partner invested in what matters most to you.
